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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,477 | $110,303-91.4% | $95,759-90.1% | $139,487-93.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.77% | 27.19%-13.4pp | 28.42%-14.7pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,004 | $3,261-69.2% | $2,836-64.6% | $4,755-78.9% |
| Participant deferral / active EE | $2,189 | $4,674-53.2% | $4,244-48.4% | $6,713-67.4% |
| Admin fee / account holder | $102 | $6,615-98.5% | $5,678-98.2% | $11,407-99.1% |